Casey Lynn Caldwell
Investment adviser representative at Cnl Educational Institute, LLC
11 yearsExperience
1 stateRegistered in
$0Firm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
11 years in the industry.
- Cnl Educational Institute, LLCSep 2019 to now
- Cnl SecuritiesAug 2019 to now
- Triloma Financial GroupJun 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cnl Educational Institute, LLC
$0Assets managed
0Clients
4Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6267535
- Firm CRD
- 175137